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The Pilot Money Guys Podcast

The Pilot Money Guys discuss financial topics that are important for every aviation professional, along with airline news and aviation stories. It’s brought to you by former and current airline professionals and financial planners. You can listen to the Pilot Money Guys on Apple Podcasts, Spotify, and Stitcher Radio.

Flight #70: Marines Eat Glass and Love Bonds

by leadingedgedev

Dec 1, 2023

Explore the world of bonds with Jim Jackson, Co-Chief Investment Officer at Victory Capital. In this episode, Jim delves into the role bonds play in a diverse portfolio and the predictability of their performance compared to stocks. He also simplifies the complexities of bonds, emphasizing their mathematical nature in contrast to stocks, and challenges the […]

Flight #69: Do You Have a Wealthy Mindset?

by leadingedgedev

Nov 17, 2023

When it comes to creating a positive environment for success, it’s not just about investment returns—it’s about your mental framework and decision-making. In today’s episode, we explore how to identify whether you have a wealthy mindset, as well as what it means to embrace the KISS principle. You’ll find out why being a lifelong learner is […]

Flight #68: What To Do With Your Bonus Check

by leadingedgedev

Nov 3, 2023

What should you do with unexpected financial windfalls, such as a bonus check or unforeseen extra income? Today we answer this question and address the essential balance between celebrating your financial wins and planning for the future, sharing valuable tips to avoid financial pitfalls and the importance of building a robust emergency fund. Listen in […]

Flight #67: Marriage and Money: Navigating Financial Harmony

by leadingedgedev

Oct 20, 2023

Discover the secrets to a harmonious marriage and a prosperous financial life in this engaging panel discussion. Join us as we sit down with our team members at Leading Edge Planning, including Betsy Wheeler, Paraplanner, Kevin Gormley, Principal, Jon Cremer, Financial Advisor, and Nolan Clark, Paraplanner, to explore the intricate relationship between marriage and money. […]

Flight #66: Flying High with Fighter Pilot Roger Lance

by leadingedgedev

Oct 6, 2023

In this episode, we have the privilege of hearing the remarkable aviation journey of Roger Lance, a retired Air Force officer and Vietnam War veteran. Roger takes us on a captivating flight through his experiences, from his early days in aviation to the intense moments in the war. He provides a glimpse into the different […]

Flight #65: Mastering the Art of Holistic Investing with Andy Christopher and Sunil Wahal

by leadingedgedev

Sep 22, 2023

Today we’re joined by investment expert Andy Christopher, a Naval Academy graduate and F-35 Contract Instructor Pilot, and Sunil Wahal, a Professor at Arizona State University and Consultant to Avantis Investors. Together, they shed light on the intricacies of investing, emphasizing its profound connection to life itself, and the importance of self-awareness, helping you calibrate […]

Flight #63: Dumb Things Smart People Do With Money

by leadingedgedev

Aug 18, 2023

Pilot Money Guys: Flight #63: Dumb Things Smart People Do With MoneyQuestions From the Flight Deck:• Next year all 401k catch-up contributions will be Roth.  How will this affect your taxes? • https://www.kiplinger.com/taxes/the-problem-with-401k-catch-up-contributions• Under SECURE 2.0, if you are at least 50 years old and earned $145,000 or more in the previous year, you can make catch-up […]

Flight #62: What is a Cash Balance Plan and is it Right For You?

by leadingedgedev

Aug 4, 2023

Pilot Money Guys: Flight #62: What is a Cash Balance Plan and is it Right For You?Airline/Aviation News:United AIP, American, FedEx AIP segwayQuestions From The Flight Deck:• What if age 67 passes? What is Hybrid retirement?• https://www.nbcnews.com/news/amp/rcna95349• The Senate still needs to pass its own version of the bill before the current authorization expires on […]

Flight #61: Facebook Confessions – Top 10 Things Retirees Wish They Would Have Done to Prepare for Retirement

by leadingedgedev

Jul 21, 2023

Pilot Money Guys: Flight #61: Facebook Confessions – Top 10 Things Retirees Wish They Would Have Done to Prepare for RetirementQuestions From the Flight Deck: • What do we do with large retro/bonus checks?• Is a cash balance plan any good? Meat of the Mission: 1. Never spend more than they make.a. How?i. Habit Patterns…ii. What […]
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